CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.06M
3
+$1.71M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$870K

Top Sells

1
+$20M
2
+$2.81M
3
+$2.77M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.12%
2 Financials 4.69%
3 Industrials 4.34%
4 Consumer Staples 3.55%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$667K 0.05%
6,534
-59
277
$665K 0.05%
30,671
+1,401
278
$661K 0.05%
22,643
-2,600
279
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280
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25,481
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281
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282
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3,691
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283
$641K 0.05%
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284
$639K 0.05%
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285
$634K 0.05%
1
286
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30,285
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287
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1,315
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288
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7,241
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289
$626K 0.05%
5,079
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290
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7,322
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291
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292
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12,912
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294
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20,030
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295
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11,168
+1,614
296
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10,755
-583
297
$608K 0.05%
9,073
-4,717
298
$605K 0.05%
2,931
-79
299
$602K 0.05%
10,668
+1,719
300
$601K 0.05%
1,534
-168
10 11
12
13 14